SBI ESG Exclusionary Strategy Fund vs SBI MultiCap Fund

Portfolio Overlap Analysis · SBI vs SBI

25.5%
Moderate Overlap
12 common stocks · Rank #7760 of 28,292 pairs
Fund A
SBI ESG Exclusionary Strategy Fund
SBI · ESG
Fund B
SBI MultiCap Fund
SBI · Multi Cap

Common Holdings (10)

StockWt% in SBI ESG Exclusionary StrategyWt% in SBI MultiCapOverlap
Kotak Mahindra Bank Ltd.
Banks
3.88%4.24%3.88%
HDFC Bank Ltd.
Banks
8.66%3.72%3.72%
ICICI Bank Ltd.
Banks
8.46%3.26%3.26%
Asian Paints Ltd.
Consumer Durables
2.58%2.70%2.58%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.81%2.55%2.55%
Axis Bank Ltd.
Banks
5.17%2.14%2.14%
Infosys Ltd.
IT - Software
4.96%1.64%1.64%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
1.51%2.57%1.51%
Sona Blw Precision Forgings Ltd.
Auto Components
1.35%1.17%1.17%
Page Industries Ltd.
Textiles & Apparels
1.30%1.08%1.08%

Unique to SBI ESG Exclusionary Strategy

  • State Bank of India5.61%
  • Larsen & Toubro Ltd.5.06%
  • Maruti Suzuki India Ltd.4.14%
  • Bajaj Finance Ltd.3.78%
  • Ultratech Cement Ltd.3.74%

Unique to SBI MultiCap

  • Indus Towers Ltd.3.25%
  • Bajaj Finserv Ltd.3.25%
  • Adani Power Ltd.3.16%
  • K.P.R. Mill Ltd.3.09%
  • Torrent Power Ltd.2.96%
  • Bharti Airtel Ltd.2.82%
  • Dalmia Bharat Ltd.2.73%

Sector Overlap Breakdown

Banks
13.0% (4)
Consumer Durables
3.5% (2)
Non - Ferrous Metals
2.5% (1)
IT - Software
1.6% (1)
Pharmaceuticals & Biotechnology
1.5% (1)
Auto Components
1.2% (1)
Textiles & Apparels
1.1% (1)
Leisure Services
1.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI ESG Exclusionary Strategy

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.